For over 25 years, Charles has been providing sound financial advice to his clientele. He started out his career on the insurance side of the business learning the details and importance of solid, comprehensive financial planning and risk avoidance. With a B.B.A. in Real Estate from the University of Mississippi, and over two decades of experience successfully starting and running two investment brokerage operations, Charles offers well rounded, thought out solutions, to even the most complex financial situations. This unbiased, financial planning strategy is what attracted him to Raymond James almost a decade ago, because of the firm's commitment to ensuring that both he and his clients receive the best in service and support.
Through affiliate relationships with FNBT.com Bank and Farmers & Merchants Bank, Charles and his team are proud to provide financial planning, personal investments, and trust services through Raymond James Financial Services, Inc. FNBT.com Bank is a veteran in the financial services arena of northwest Florida, serving the communities of northwest Florida since 1956, and F & M Bank has proudly served Calhoun County and its surrounding communities in north Alabama since 1915. Charles' group, at Independent Retirement Associates, an independent firm, focuses on planning for accumulating, managing, and ultimately the transfer of assets over your lifetime. Throughout his career, his "timely" strategies haven't changed much, but clients can trust Charles to give straightforward advice: Goal Setting + Financial Planning + Professional Management = The Path to Success!